Campaign Optimization
The three pillars — demographics, geography and source — plus campaign audits.
Bottleneck Diagnosis Set, Three Accounts
A repeatable diagnosis set for three live accounts: six baseline questions run in order, then exactly one named bottleneck per account with the evidence for it, what was ruled out, and the sentence you would say to the owner.
Bottleneck Diagnosis Worksheet
A ramp worksheet for diagnosing a low close rate: measure the account's numbers against what healthy looks like, gather evidence for seven candidate causes, then commit to a single primary diagnosis. Ends with the test that would prove the diagnosis wrong.
Capacity and Process Diagnosis
A ramp diagnostic for telling a GOAL problem apart from an agency operations problem: gather capacity, process and source-side evidence, then name one primary constraint. Ends with how to raise it without asking the owner to admit fault.
Growth Lever Proposal
A Week 6 ramp exercise: propose three ranked growth levers for a healthy account, each matched to something that account is already good at. Every proposal carries an expected impact and a named risk, and the levers ruled out have to be justified too.
Segment Optimization Plan
Rebalance an account across its segments without changing the total budget: current spend and performance per segment, a proposed number for each, then the blended impact of the move. Closes with the short version the agency owner reads.
Two Model-Specific Growth Angles
A ramp exercise on how agency model affects growth conversations: profile one captive and one independent agency, then build a separate growth recommendation for each. Every recommendation carries a quantified expected impact, a named risk, and the levers deliberately ruled out.
Written Growth Plan
The standard format for a written growth recommendation: current performance, what is working, what is not, ranked changes, quantified expected impact, named risks, client talking points, and a follow-up timeline. It is the document the client keeps after the conversation ends.
Campaign Optimization SOP
This document outlines the standard operating procedure for optimizing GOAL campaigns using demographic, geographic, and source-based analysis to improve lead quality and ROI.
GOAL Campaign Audit — Complete Workflow Reference
Detailed procedures for each step of the campaign audit workflow, including templates, diagnostic decision trees, and follow-up guidance.
GOAL Platform Campaign Audit
A five-step workflow for auditing GOAL Platform client campaigns: gather context, map the configuration, diagnose issues, and deliver a prioritized report with an action plan.